PortfoliosLab logoPortfoliosLab logo
IPDP vs. JEPQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IPDP vs. JEPQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dividend Performers ETF (IPDP) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

JEPQ

1D
0.26%
1M
4.36%
YTD
9.65%
6M
10.05%
1Y
29.60%
3Y*
20.96%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IPDP vs. JEPQ - Yearly Performance Comparison


IPDP vs. JEPQ - Sectors Allocation Comparison


Sectors
IPDP
JEPQ

Industrials

45.1%
3.1%

Financial Services

18.6%
0.4%

Healthcare

13.6%
4.4%

Technology

13.1%
54.0%

Consumer Defensive

3.9%
7.1%

Consumer Cyclical

3.6%
12.8%

Basic Materials

1.5%
1.0%

Communication Services

-

15.4%

Energy

-

0.4%

Real Estate

-

0.2%

Utilities

-

1.3%

Industrials

IPDP
45.1%
JEPQ
3.1%

Financial Services

IPDP
18.6%
JEPQ
0.4%

Healthcare

IPDP
13.6%
JEPQ
4.4%

Technology

IPDP
13.1%
JEPQ
54.0%

Consumer Defensive

IPDP
3.9%
JEPQ
7.1%

Consumer Cyclical

IPDP
3.6%
JEPQ
12.8%

Basic Materials

IPDP
1.5%
JEPQ
1.0%

Communication Services

IPDP

-

JEPQ
15.4%

Energy

IPDP

-

JEPQ
0.4%

Real Estate

IPDP

-

JEPQ
0.2%

Utilities

IPDP

-

JEPQ
1.3%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IPDP vs. JEPQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IPDP

JEPQ
JEPQ Risk / Return Rank: 7777
Overall Rank
JEPQ Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
JEPQ Sortino Ratio Rank: 7373
Sortino Ratio Rank
JEPQ Omega Ratio Rank: 8282
Omega Ratio Rank
JEPQ Calmar Ratio Rank: 6868
Calmar Ratio Rank
JEPQ Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IPDP vs. JEPQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dividend Performers ETF (IPDP) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IPDP vs. JEPQ - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


IPDPJEPQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.54

Sharpe Ratio (All Time)

Calculated using the full available price history

1.01

Drawdowns

IPDP vs. JEPQ - Drawdown Comparison

The maximum IPDP drawdown since its inception was 0.00%, smaller than the maximum JEPQ drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for IPDP and JEPQ.


Loading charts...

Drawdown Indicators


IPDPJEPQDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-20.07%

+20.07%

Max Drawdown (1Y)

Largest decline over 1 year

-8.82%

Max Drawdown (3Y)

Largest decline over 3 years

-20.07%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

0.00%

-3.42%

+3.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

Volatility

IPDP vs. JEPQ - Volatility Comparison


Loading charts...

Volatility by Period


IPDPJEPQDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.25%

Volatility (6M)

Calculated over the trailing 6-month period

9.07%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

11.73%

-11.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

16.62%

-16.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

16.62%

-16.62%

IPDP vs. JEPQ - Expense Ratio Comparison

IPDP has a 1.52% expense ratio, which is higher than JEPQ's 0.35% expense ratio.


Dividends

IPDP vs. JEPQ - Dividend Comparison

IPDP has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 10.06%.


PositionTTM2025202420232022
IPDP
Dividend Performers ETF
0.00%0.00%0.00%0.00%0.00%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
10.06%10.53%9.65%10.03%9.44%

Frequently Asked Questions


On fees, JEPQ is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JEPQ is cheaper with a 0.35% expense ratio, compared with 1.52% for IPDP.

JEPQ has the higher dividend yield at 10.06%, compared with 0.00% for IPDP.

IPDP is categorized as Derivative Income, while JEPQ is Nasdaq-100. They also come from different issuers: Innovative Portfolios and JPMorgan. Their fees differ too: 1.52% for IPDP and 0.35% for JEPQ.

Portfolio Optimizer

Find the right allocation for IPDP and JEPQ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer